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Capstone Investment Advisors

Capstone Investment Advisors Portfolio holdings

AUM $12.1B
1-Year Est. Return 26.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.68B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$68.9M
3
+$67.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$62.1M
5
WTW icon
Willis Towers Watson
WTW
+$43.9M

Top Sells

1
+$20.4M
2
+$16.1M
3
+$13.8M
4
RTN
Raytheon Company
RTN
+$13.1M
5
TECD
Tech Data Corp
TECD
+$12.4M

Sector Composition

1 Financials 10.7%
2 Consumer Discretionary 6.76%
3 Technology 3.36%
4 Consumer Staples 3.34%
5 Energy 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
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